Head of Advice and Guidance Operations (HUB Group, Digital Wealth)
Job Details
Full Job Description
At Just we encourage a flexible and agile working environment for the majority of our opportunities. Get in touch with us to discuss in more detail.
Head of Advice and Guidance Operations (HUB Group, Digital Wealth)
Belfast - Hybrid
We have an exciting opportunity for someone with proven experience in advice and guidance in the financial services industry, to join our business in a period of growth as a new Head of Advice and Guidance for HUB Group, Digital Wealth
Reporting into the Managing Director of Retirement Solutions, you will manage front-line customer facing teams that deliver advice and guidance through phone, chat, and video, as well as working closely with the senior management, customer development, advisors, and technology teams to ensure that our offerings are aligned with our business objectives, regulatory requirements, and customer needs
Key Responsibilities:
Define and execute the digital advice and guidance strategy and roadmap, ensuring alignment with the overall business vision and goals.
Manage and oversee the end-to-end delivery of digital advice and guidance solutions, from ideation to implementation, testing, and launch.
Support a cross-functional team led by the Head of Customer Development, product managers, developers, service and journey designers, fostering a culture of collaboration, innovation, and customer-centricity.
Establish and maintain effective relationships with key stakeholders, both internal and external, including senior management, regulators, partners, and vendors.
Monitor and evaluate the operational performance and impact of digital advice and guidance solutions, using data and feedback to identify opportunities for improvement and enhancement.
Ensure compliance with all relevant policies, standards, and regulations, including data protection, privacy, and security.
Skills and Experience:
Significant and proven experience in the financial services industry, with a strong background in advice and guidance, preferably in defined benefits and wealth planning.
Proven experience in leading and managing a team, with a proven track record of delivering successful solutions that meet customer needs and business objectives.
Good knowledge of the relevant regulatory frameworks, standards, and codes of conduct for the advice sector.
Knowledge of the latest trends and technologies in the digital advice and guidance space, as well as the regulatory and compliance landscape
Strong leadership, communication, and stakeholder management skills, with the ability to influence and collaborate across all levels of the organisation.
Highly analytical, strategic, and creative, with the ability to translate complex problems and requirements into simple and elegant solutions.
Passionate about delivering exceptional customer experiences and driving innovation and change.
Technically competent, CII Diploma in Regulated Financial Planning or its equivalent.
Qualified to QCF Level 4 and a Statement of Professional Standing (SPS) from an Approved Accredited Body
Qualified as Pension Transfer Specialist
Company Benefits
A Competitive Salary, Pension Scheme and Life Assurance
Along with 28 Days Annual Leave plus an Additional Day on us for your Birthday
Private Medical Cover and Income Protection, just in case
A generous and highly achievable bonus scheme – paid annually based on individual and company performance against targets
Opportunity to progress within your career both in-role and within the company
FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site)
A variety of Employee Funded Benefits available to you via our Online Benefits Portal
Plus, several additional purchase options available for you and your loved one
About Us
We’re a FTSE 250 Financial Services company who specialise in retirement solutions and right now, our world is moving pretty quickly.
How people work, save, and plan for the future is all changing. A new generation of retirees needs a new kind of retirement company. A company who will look for new ways of doing things – and will always put the customer first.
That’s who we are. We’re a company on a mission: to become a beacon for the entire retirement industry. Because we believe everyone deserves a fair, secure, and fulfilling retirement. And with you on our team, we’re going to make sure they get it.
We’ve built our sustainability strategy around the United Nations Sustainable Development Goals (SDG) and have selected goals where we believe we can make the most difference. By aligning our activity with these global goals, we can make sure we play our part in addressing the wider issues facing the planet and leave a positive legacy to the world. You can read more about our sustainability strategy here .
Diversity, equity and inclusion are priorities for us. Having a diverse, talented workforce with colleagues of different backgrounds, world views and experiences is the right thing to do. It’s also the most effective way to succeed, innovate and better serve our customers now and in the future. We are committed to our targets on gender and ethnicity and run a number of successful mentoring and sponsorship programmes for our colleagues from diverse backgrounds. We have multiple active employee network groups which champion issues including gender, ethnicity, sexual orientation, disability and neurodiversity. You can read more about our DE&I strategy and commitments here .
What’s clear about working at Just is that we care. We care about our customers, our purpose, our environment, inclusivity, wellbeing and most importantly - each other. We look forward to welcoming you to the team soon.